Wealth Manager
    SEC Registered

    Geneva Capital Management LLC

    Registered investment advisor · Milwaukee, Wisconsin · CRD #105432

    Assets Under Management
    $5.6B
    Client Accounts
    4,049
    Employees
    20
    CRD Number
    105432
    Registration
    SEC Registered
    Custodian
    Morgan Stanley Smith Barney Llc, Northern Trust Securities, Inc., J.p. Morgan Securities Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Geneva Capital Management LLC

    Geneva Capital Management is an independent, majority employee-owned, Investment Management firm specializing in US Small Cap, SMID Cap and Mid Cap Growth equities. Founded in 1987, our dedication to a single disciplined approach, matched with our culture of teamwork and open dialogue, results in high-quality portfolios across US small- and mid-cap stocks.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Geneva Capital Management LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Geneva Capital Management LLC's AUM?

    Geneva Capital Management LLC reports approximately $5.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Geneva Capital Management LLC headquartered?

    Geneva Capital Management LLC is headquartered in Milwaukee, Wisconsin.

    What is Geneva Capital Management LLC's CRD number?

    Geneva Capital Management LLC's CRD number is 105432. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Geneva Capital Management LLC manage?

    Geneva Capital Management LLC manages approximately 4,049 client accounts according to its latest SEC filing.

    Is Geneva Capital Management LLC SEC registered?

    Yes, Geneva Capital Management LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Wisconsin

    Robert W. Baird & Co. Incorporated
    Milwaukee, WI · $394.1B AUM
    Northwestern Mutual Investment Management Company, LLC
    Milwaukee, WI · $323.1B AUM
    Artisan Partners Limited Partnership
    Milwaukee, WI · $183.6B AUM
    Tidal Investments LLC
    Milwaukee, WI · $45.8B AUM
    Trustage Investment Management
    Madison, WI · $39.5B AUM
    Mason Street Advisors, LLC
    Milwaukee, WI · $39.1B AUM
    See all top RIA firms in Wisconsin →

    Research firms like Geneva Capital Management LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial